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Meridian Management Portfolio holdings

AUM $374M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.46M
3
+$1.17M
4
CNC icon
Centene
CNC
+$836K
5
TPL icon
Texas Pacific Land
TPL
+$770K

Top Sells

1
+$4.23M
2
+$2.13M
3
+$1.31M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$236K

Sector Composition

1 Technology 8.21%
2 Industrials 5.75%
3 Financials 4.88%
4 Healthcare 4.17%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.93%
5,634
+23
27
$2.7M 0.88%
6,770
-1
28
$2.65M 0.86%
40,981
+22,584
29
$2.52M 0.82%
4,146
+1,266
30
$2.51M 0.82%
9,437
31
$2.22M 0.72%
42,890
-324
32
$2.15M 0.7%
126,920
+11,719
33
$2.11M 0.69%
8,239
-56
34
$1.99M 0.65%
45,556
-2,161
35
$1.96M 0.64%
33,469
-22,428
36
$1.81M 0.59%
16,607
-23
37
$1.78M 0.58%
5,816
+25
38
$1.76M 0.57%
+8,977
39
$1.67M 0.55%
54,394
+158
40
$1.62M 0.53%
27,871
-20,810
41
$1.61M 0.52%
28,730
+357
42
$1.44M 0.47%
4,024
-299
43
$1.11M 0.36%
33,367
+172
44
$1.04M 0.34%
7,388
+63
45
$1.03M 0.34%
43,734
-2,898
46
$983K 0.32%
2,503
47
$965K 0.31%
9,200
48
$902K 0.29%
12,532
+187
49
$879K 0.29%
7,475
+228
50
$842K 0.27%
16,890
-1,240
1
2
3 4